Trainee Insurance Broker

7 days ago

Colchester, United Kingdom Lighthouse Personnel LTD Full time

'Recruiting for your future success’

Our client is a commercial Insurance Broker based in Colchester who pride themselves on providing their clients a first-class bespoke service. With a forward-thinking, consultative approach to insurance broking, they are looking for a link-minded individual to join them as a Trainee Insurance Broker based at their Colchester office.

Trainee Insurance Broker

Up to £24k DOE | 9-5pm Mon-Fri (hybrid working) | Commercial insurance | Customer service / sales / administration | Friendly, personable, proactive individual | Thriving, innovative Insurance Broker

The role of the Trainee Insurance Broker is to provide support to the various teams within the business. Your duties will include speaking to customers / clients over the phone and via email as well as administrative work. The role will require a mixture of sales, customer service and communication skills along with a proactive approach to work.

Duties (include but are not limited to):

  • Diligently answering the phone, taking customer information accurately and passing the call onto the relevant person / team
  • Meeting and greeting visitors professionally, informing colleagues of their arrival
  • Monitoring an email inbox, responding efficiently to clients where required
  • Providing insurance quotations to customers, following a search for the most suitable insurances available
  • Regularly update CRM system with accurate client information and notes from contact
  • Support colleagues in identifying and developing new business opportunities with new clients
  • Check and maintain insurance / customer information
  • Ensure all duties are carried out in accordance with company procedures and FCA regulations

Person Specification:

  • Experience in a sales, administrative or customer service position preferred
  • Good level of education and an enthusiasm to gain further professional qualifications
  • Ensure confidentiality is always maintained
  • Flexibility in your approach to work
  • A competent user of technology who embraces change
  • Initiative, determination and willingness to learn
  • A collaborative approach to working in a team

PLEASE NOTE WE RECEIVE A LARGE NUMBER OF APPLICATIONS PER VACANCY AND UNFORTUNATELY CANNOT RESPOND TO ALL APPLICANTS. THEREFORE, IF YOU HAVE NOT HEARD FROM US WITHIN A MONTH FROM APPLICATION DATE, IT IS LIKELY THAT YOU HAVE BEEN UNSUCCESSFUL.

If you have been successful, we will contact you by the phone and begin taking you through our step by step recruitment process, doing our upmost to ensure the role is right for you, ascertaining your suitability in the process. This process will all be explained on initial contact.

Lighthouse Personnel Ltd are a Recruitment Agency working on behalf of a client.

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